There is a common experience of people who have been working with CRMs for a long time: the problem...
Analytics & reporting for HubSpot
Make use of your data to control your performance and plan your future
Have you onboarded on HubSpot but still struggling on getting accurate and meaningful reports? Do the reporting tools seem too complicated? You are on the right spot, to find all the answers about HubSpot reporting and analytics. Whatever the case is, our team has the knowledge, experience and tools to provide your with the best possible analytics, on an ad-hoc or regular base.
Overview of HubSpot reporting
HubSpot reporting tools can give you a clear picture of your marketing, sales, and customer service performance, monitoring and reporting:
- Website traffic, lead conversions, customer engagement etc.
- Sales team activity and performance.
- Customer support activity and performance
- Marketing campaigns performance.
- Customer base insightful statistics.
HubSpot custom reports
HubSpot custom reports allow you to analyze data across multiple objects and activities within your HubSpot account, providing a comprehensive view of your business operations. Unlike single object reports, which focus on data from one specific object such as contacts or deals, custom reports enable you to combine data from various sources, offering more complex insights and a holistic understanding of your performance. This flexibility makes custom reports ideal for businesses seeking to tailor their analytics to specific needs and gain deeper insights into their marketing, sales, and service activities.
Our team has the knowledge and experience to design and implement custom reports, answering to your business needs.
HubSpot integration - sync with other databases
It is often necessary to combine your HubSpot CRM data with other databases, to create reports and analytics based on specific business needs. HubSpot offers the tools to integrate with data from other sources: using API connectivity, third party tools or csv / xlsx exports, we can either integrate the data from the other sources into HubSpot to enhance your HubSpot custom reports, or export data from HubSpot and analyze it along with other data in a spreadsheet or other analytics tool.
Usual cases of multiple data sources combination:
- Integrate ERP data to HubSpot: using an API integration or by importing csv files, data from your ERP can appear in your HubSpot reports allowing a deep, combined analysis.
- Combine Hubspot and other data to a reporting tool: using an API integration or by exporting csv files, HubSpot data can appear in a third party reporting & analytics tool (Ms excel, Power BI etc) for advanced analytics and reporting.
Our HubSpot analytics & reporting services
Exploit advanced reporting and thorough data analysis to optimize your business processes and drive your growth
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Create reports
We can design and create single object or custom HubSpot reports. that will be created once and will be updated in one click when needed, or even sent automatically!
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Reporting outsourcing
Assign your regular reports and analytics to our experts, to save time and resources. Receive your reports on time, on a weekly or monthly basis.
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Business presentations
We will summarize and visualize reports & analytics, presenting useful, meaningful and persuasive tables and graphs, creating presentations or executive summaries
Go over HubSpot reporting limits
While HubSpot offers advanced reporting tools, their reporting capabilities may have some limits or present difficulty for HubSpot users:
- While creation of simple reports (single object) is easy for a trained HubSpot user, custom reports (multiple objects) may be tricky, requiring a reporting & analytics expert and users with specific experience in HubSpot reporting tools.
- Custom reporting require higher-tier plans (Professional or Enterprise hubs), a limitation that can be resolved with the use of third party tools
- In some cases of advanced reporting requirements, exporting data from Hubspot and processing them with other tools may be the optimum solution.
In such cases, our team will be able to find a suitable solution, overpassing the obstacles and system's limitations.
Ready to Unlock the Potential of Your Data?
Book a free consultation today and discover how our analytics & reporting services can help you unleash the power of the data stored on your HubSpot CRM.Indicative cases
Here are some indicative cases of data & systems requiring a data quality assessment:
- CRM data is the most usual case, due to multiple rleations data,
- ERP data for any type of business or organization
- Billing - invoicing system for service providers
- Product catalog data store in specialized apps for any type of business
- Other generic database tools like (MS Access or MS excel based SQL databases, Online databases like Notion & Airplay), with any kind of data
- Specialized or custom made apps and databases with any kind of data
- Cross system analysis / assessment, checking the quality of every systems separately but also vs each other.
Related posts
You can take a look at some interesting articles in our blog